⏰Setting Up Payment Plans
Learn how to setup and use Payment Plans to lower the barrier of cost to your classes, workshops, and even shows!
Are you a student or ticketholder? Check out our Patrons Guide to Payment Plans.
The following guide is for venue administrators and managers who need to configure payment plan options for their events
What are Payment Plans
Payment Plans are an optional method for customers to break up payments into smaller installments over time. For example, instead of a $100 payment, they can decide to split into four $25 payments over time. This can help with purchasing specific shows or classes that might otherwise not be able to be afforded in one payment. The amount and number of installments can be decided by you, along with which specific shows and classes you want to allow to be purchased via a plan.
Setting Up Payment Plans
Setting up Payment Plans is very straight-forward. Simply expand the "Payment Plans" option on the left-hand sidebar and select "Manage Plans"
Heads up for Square users!
Depending on when you created your account and connected Square, you may need to reconnect to grant additional permissions. If you see a "Reconnect Square Account" button present on this page, simply click and follow the steps. You will only need to do this once.
From this page, you'll be able to create a new Payment Plan by clicking the "Create New Payment Plan" option in the upper-right.
Payment Plan Configuration Options
On the creation page, you have a few options:
Plan Name: This is a custom name you can include that is displayed both internally and to the patrons.
Plan Description: This is an optional description you can use to include more details about the plan. This is included along-side the Template description (more on that below).
Select Show, Class, or Tag: This is to assign the specific events you'd like to this payment plan.
Template: This is the payment plan template you'd like. More on templates below.
Payment Plan Templates
We've created helpful templates for you to use with this feature:
2 Payments 50% Split Template
1st payment: 50% of the total due at checkout
2nd payment: 50% charged 24 hours before the event start date
Ideal for pre-event collection: This template ensures you have everything paid in full prior to the start of the show or class.
⚠️ Special handling: If the patron purchases a plan less than 24 hours from the start of the event, then they are charged both halves at checkout.
3 Payments 33.34% Split Template
1st payment: 1/3 of the total due at checkout
2nd payment: 1/3 charged 24 hours before the event start date
3rd payment: 1/3 charged 30 days after the event start date
⚠️ Post-event payment included: This template includes a payment that occurs after the event. Ensure your terms and conditions clearly communicate this to patrons. {% endhint %}
4 Payments 25% Split Template
1st payment: 25% due at checkout
2nd payment: 25% charged 2 weeks after first payment
3rd payment: 25% charged 4 weeks after first payment
4th payment: 25% charged 6 weeks after first payment
This familiar template is modeled after what many third-party payment plan platforms provide, making four payments in total over six weeks.
Payment Processing & Management
How Payments Work
When a patron purchases a plan, we store their credit card information on your Square account. This allows us to automatically retrieve and charge the patron on each plan date.
Important Square Account Management
It is highly advised to not edit or modify the payments or customers on your Square account while they are enrolled in a plan.
Payment Retry Logic
Viewing Enrolled Plans
You can view enrolled plans one of two ways:
From Payment Plans menu: Navigate to "Enrolled Plans" option in the Payment Plans dropdown
From individual Orders: View payment plan details directly on the specific Order page
What You'll See
The enrolled plans view shows:
Patron information
Payment schedule and amounts
Payment status for each installment
Card on file details
Next payment date
Patron Experience
For Patrons
Patrons can view and manage their payment plans through their account page. They can:
See upcoming payment dates
Update their payment method
View payment history
Payment Method Updates
If patrons need to update their payment method, they can do so through their account page under "Payment Methods" where they can replace their card on file.
Need to help your patrons with their payment plan features?
We've got a guide! See our Patrons Guide to Payment Plans for the customer experience documentation.
Have questions about implementing payment plans? Just reach out to our Support Team for help.
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